Filed May 16, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,732 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 51 CHURCH STREET · KINGSTON, NH 038480668 | Accounting | $10,700 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $9,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,061 | $74,706+68.7% | $75,714+66.5% | $79,391+58.8% |
| Participation rate | 93.1% | 75.3%+17.7pp | 74.8%+18.2pp | 70.7%+22.4pp |
| Annual return | 24.43% | 18.52%+5.9pp | 104.62%-80.2pp | 116.88%-92.4pp |
| Employer contribution / active EE | $2,561 | $2,590-1.1% | $2,744-6.6% | $2,428+5.5% |
| Participant deferral / active EE | $4,349 | $3,533+23.1% | $3,820+13.8% | $4,046+7.5% |
| Admin fee / account holder | $116 | $374-69.0% | $3,619-96.8% | $627-81.5% |